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iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APP
301
Avantax Planning Partners
Iowa
$935K -$38K -370 -4%
SAM
302
Sawgrass Asset Management
Florida
$930K +$15.6K +152 +2%
VVP
303
Venture Visionary Partners
Ohio
$925K +$51.6K +502 +7%
AF
304
Advisornet Financial
Minnesota
$923K -$639K -6,210 -43%
TC
305
TAGStone Capital
North Carolina
$918K +$8.64K +84 +1%
HFRG
306
Houlihan Financial Resource Group
Virginia
$907K +$103 +1 +0%
NA
307
NewEdge Advisors
Louisiana
$903K +$262K +2,546 +47%
SC
308
Savant Capital
Illinois
$898K -$16.2K -158 -2%
CT
309
Columbia Trust
Oregon
$892K +$589K +5,730 +274%
Focus Partners Wealth
310
Focus Partners Wealth
Massachusetts
$892K +$804K +7,818 New
SS
311
Sunbelt Securities
Texas
$884K -$82.5K -802 -9%
WAM
312
Weinberger Asset Management
California
$881K +$4.83K +47 +0.6%
HCC
313
Hirtle Callaghan & Co
Pennsylvania
$878K
AEPWM
314
Atlantic Edge Private Wealth Management
Florida
$862K +$777K +7,558 New
EWA
315
EP Wealth Advisors
California
$849K +$93.1K +905 +14%
CFGA
316
Cambridge Financial Group (Arizona)
Arizona
$849K +$765K +7,443 New
HBW
317
Hazlett, Burt & Watson
West Virginia
$848K +$35.5K +345 +5%
MIA
318
MainStreet Investment Advisors
Illinois
$844K
GAM
319
Griffin Asset Management
New York
$828K +$43.8K +426 +6%
Carson Wealth (CWM LLC)
320
Carson Wealth (CWM LLC)
Nebraska
$827K +$256K +2,489 +52%
LWA
321
LWS Wealth Advisors
New Jersey
$819K +$8.12K +79 +1%
Millennium Management
322
Millennium Management
New York
$800K +$170K +1,654 +31%
NCM
323
Narwhal Capital Management
Georgia
$790K
CFG
324
Citizens Financial Group
Rhode Island
$789K +$67.6K +657 +10%
BPA
325
Beacon Pointe Advisors
California
$781K -$537K -5,223 -43%